See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,416 | $144,119-51.1% | $117,854-40.3% | $147,584-52.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.95% | 531.15%-523.2pp | 335.08%-327.1pp | 578.55%-570.6pp |
| Employer contribution / active EE | $2,500 | $4,896-48.9% | $3,786-34.0% | $4,876-48.7% |
| Participant deferral / active EE | $2,543 | $5,316-52.2% | $4,482-43.3% | $5,439-53.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |